AFG

Atomi Financial Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 31.3%
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$11.7M
3
+$11.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.6M

Top Sells

1
+$2.28M
2
+$1.24M
3
+$1.15M
4
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$940K

Sector Composition

1 Financials 17.31%
2 Technology 15.64%
3 Communication Services 5.99%
4 Healthcare 4.42%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$228K 0.03%
+868
502
$227K 0.03%
+3,147
503
$227K 0.03%
+1,066
504
$225K 0.03%
31,486
505
$225K 0.03%
+4,670
506
$225K 0.03%
+9,804
507
$224K 0.03%
16,584
-5,086
508
$224K 0.03%
5,554
-3,159
509
$223K 0.03%
+712
510
$223K 0.03%
+11,492
511
$222K 0.03%
+5,691
512
$222K 0.03%
+811
513
$222K 0.03%
+3,033
514
$222K 0.03%
+6,915
515
$220K 0.03%
23,191
+7,735
516
$220K 0.03%
+785
517
$219K 0.03%
+3,065
518
$219K 0.03%
+4,040
519
$218K 0.03%
35,854
-1,341
520
$217K 0.03%
+6,375
521
$217K 0.03%
+1,055
522
$217K 0.03%
+4,608
523
$216K 0.03%
+3,505
524
$216K 0.03%
+6,184
525
$214K 0.03%
+6,730
19 20
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